Estate Planning in 2020: COVID and a Potential Biden Presidency

Adam Sherman and Michael DeFillipo and Alexia Fishman of Cozen O’Connor for a discussion around key planning opportunities in a low interest rate environment, potential tax changes with the upcoming Presidential election, and the importance of reviewing and updating basic legal documents.

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1847 Private Client Group integrates sophisticated asset management and advanced life insurance designs to deliver coordinated solutions for affluent clients.

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161 Washington Street, Ste. 700

Conshohocken, PA 19428

PCG@1847financial.com

(610) 784-0477

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Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, LLC. (HTK),  Registered Investment Advisor,  Member FINRA/SIPC - Eight Tower Bridge, 161 Washington Street,  Suite 700 - Conshohocken,  PA 19428  610-771-0800.  1847 Private Client Group and HTK are independent and unaffiliated with each other. 2072153RM-Jan22

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